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ANDVX vs SWP

Shared holdings
11
ANDVX covered by SWP
20.08%
SWP covered by ANDVX
20.08%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ANDVX (March 31, 2026)

SecurityWeight
MARVELL TECHNOLOGY INC4.06%
HF SINCLAIR CORP3.87%
SCHWAB CHARLES CORP3.83%
PROLOGIS INC REIT3.76%
ALPHABET INC CL A3.58%
PFIZER INC3.11%
NEXTERA ENERGY INC3.07%
GE VERNOVA LLC2.55%
EQUINIX INC2.27%
CHEVRON CORP2.14%
NUTRIEN LTD2.13%
MICROSOFT CORP2.05%
COMMUNITY FINANCIAL SYSTEM INC2.02%
CITIGROUP INC1.99%
SOUTHSTATE BANK CORP1.98%
GLACIER BANCORP INC1.96%
ABBVIE INC1.96%
LILLY ELI and CO1.90%
HERSHEY CO/THE1.90%
PINNACLE FINANCIAL PARTNERS INC1.90%
MAGNA INTL1.85%
ROYAL GOLD INC1.82%
EVERSOURCE ENERGY1.81%
UNIVERSAL HLTH-B1.75%
COMMERCIAL METALS CO1.69%
HUNTINGTON BANCSHARES INC1.62%
ESTEE LAUDER COS INC CL A1.58%
CINCINNATI FINANCIAL CORP1.47%
AMPHENOL CORPORATION CL A1.43%
KENNAMETAL INC1.40%
SLB LTD1.29%
INDEPENDENT BANK CORP MASS1.14%
JPMORGAN CHASE and CO1.13%
EXXON MOBIL CORP1.11%
ALBEMARLE CORP1.10%
HEWLETT PACKARD ENTERPRISE CO1.06%
DELL TECHNOLOGIES INC CL C1.06%
OLD NATL BANCORP1.05%
BANK OF HAWAII1.04%
EOG RESOURCES INC1.02%
DOLLAR GENERAL CORP1.02%
UMB FINANCIAL CORP1.01%
MICROCHIP TECHNOLOGY1.00%
ANALOG DEVICES INC1.00%
LAKELAND FINL0.98%
GENERAL ELECTRIC CO0.97%
PHILLIPS 660.96%
MARATHON PETROLEUM CORP0.96%
HOME BANCSHARES INC0.94%
HCA HEALTHCARE INC0.94%

SWP (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP3.95%
ALPHABET INC CL A3.90%
APPLE INC3.64%
BROADCOM INC3.30%
FIRST AM-TR OB-X3.04%
PHILIP MORRIS INTL INC2.78%
PROLOGIS INC REIT2.73%
FLOWSERVE CORP2.70%
INTL BUS MACH CORP2.69%
ORACLE CORP2.60%
BAKER HUGHES CO2.51%
TOLL BROTHERS INC2.51%
CENCORA INC2.45%
META PLATFORMS INC CL A2.39%
JPMORGAN CHASE and CO2.36%
EMERSON ELECTRIC CO2.30%
TJX COS INC2.29%
APPLIED INDU TEC2.22%
NEXTERA ENERGY INC2.20%
MEDTRONIC PLC2.20%
ASTRAZENECA PLC2.20%
RTX CORP2.18%
ABBVIE INC2.04%
BLACKROCK INC2.02%
LILLY ELI and CO1.97%
FREEPORT MCMORAN INC1.93%
JEFFERIES FINANCIAL GROUP INC1.85%
CITIGROUP INC1.83%
Silicon Motion Technology Corp. SPONSORED ADR1.80%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS1.72%
DARDEN RESTAURANTS INC1.72%
TAIWAN SEMIC MFG CO LTD SP ADR1.72%
UNION PACIFIC CORP1.69%
PNC FINANCIAL SERVICES GRP INC1.64%
CAN NATURAL RES1.62%
SCOTTS MIRACLE GRO CO1.56%
BLACKSTONE INC1.54%
UNITED PARCEL SERVICE INC CL B1.50%
GOLDMAN SACHS GROUP INC1.46%
TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT1.45%
DICKS SPORTING GOODS INC1.44%
ENBRIDGE INC1.36%
AMERICAN EXPRESS CO1.30%
UNITED RENTALS INC1.28%
NIKE INC CL B1.18%
DIGITAL REALTY TRUST INC1.14%
DUKE ENERGY CORP NEW1.11%
CAMECO CORP1.03%

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